Trainee Financial Advisor | Fast-Track to Chartered Planner

IDEX Consulting Ltd; United Kingdom; On-site; GBP 40,000 - 50,000; Full time

Job summary

A financial advising business in the South West is seeking a Trainee Financial Advisor to join their team in Bristol. This opportunity includes a structured Planner Academy programme with up to 12 months training, mentorship by a Chartered Financial Planner, and the chance to manage an existing client portfolio. Ideal candidates will be Level 4 qualified with at least one year's advising experience. The role offers a competitive starting salary of £40,000, rising to £50,000 upon achieving CAS, and a hybrid working model between Bristol and Cheltenham.

Qualifications

• Level 4 qualified
• Minimum 1 year experience advising

Responsibilities

• Join a desk-based team and gain experience with high-net-worth clients.
• Progress through a Planner Academy programme under a Chartered Financial Planner.

Job description

A financial advising business in the South West is seeking a Trainee Financial Advisor to join their team in Bristol. This opportunity includes a structured Planner Academy programme with up to 12 months training, mentorship by a Chartered Financial Planner, and the chance to manage an existing client portfolio. Ideal candidates will be Level 4 qualified with at least one year's advising experience. The role offers a competitive starting salary of £40,000, rising to £50,000 upon achieving CAS, and a hybrid working model between Bristol and Cheltenham.